Brookstone Yield ETF
BAMY
7 hedge funds and large institutions have $33.2M invested in Brookstone Yield ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 6 closing their positions.
0% more capital invested
Capital invested by funds: $33.2M → $33.2M (+$579)
1.71% less ownership
Funds ownership: 98.1% → 96.39% (-1.7%)
42% less funds holding
Funds holding: 12 → 7 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$50.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$37.2K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$20.3K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$18K |
| 4 |
CB
Chris Bulman
Roseville,
California
|
-$15.3K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$7.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $32.5M | -$18K | -679 | -0.1% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $351K | -$7.26K | -274 | -2% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $236K | -$15.3K | -578 | -6% |
|
|
4
JP Morgan Chase
New York
| $50.8K | +$50.4K | +1,903 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $11.9K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $1.25K | -$980 | -37 | -44% |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
TWP
8
Triad Wealth Partners
Lawrence,
Kansas
| – | -$37.2K | -1,405 | Closed |
|
|
GI
9
Gradient Investments
Arden Hills,
Minnesota
| – | -$20.3K | -767 | Closed |
|
10
Wells Fargo
San Francisco,
California
| – | -$6.78K | -256 | Closed |
|
|
CP
11
Camelot Portfolios
Maumee,
Ohio
| – | -$4.32K | -163 | Closed |
|
|
MWM
12
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$3.37K | -127 | Closed |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -69 | Closed |
|
BAMY Hedge Fund Activity: Q3 2024 in Review
7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q3 2024, worth a combined $33.2M — up 0% from $33.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BAMY and 1 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 0 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $50.4K. The largest seller was Triad Wealth Partners, exiting entirely with an estimated $37.2K sold.
- 7 institutional investors held Brookstone Yield ETF (BAMY) as of Q3 2024, down from 12 in Q2 2024.
- Funds reported $33.2M of Brookstone Yield ETF stock for Q3 2024, up 0% quarter-over-quarter.
- 1 fund opened new Brookstone Yield ETF positions in Q3 2024 and 6 closed out, a net change of -5 holders.
- The largest Brookstone Yield ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $50.4K added.
- The largest Brookstone Yield ETF seller in Q3 2024 was Triad Wealth Partners, an estimated $37.2K sold.
Based on aggregated 13F filings for Q3 2024.